Product Updates 3

Units Sold (new report)

October 9, 2019June 24, 2016 by Jarrod Morris

Do your customers purchase more than one quantity of the same product in a single transaction? Every other reporting platform in the Infusionsoft space is limited to showing the number of transactions. Ever wish you could see the number of units sold from those transactions?

Email List Health, Tag Comparisons and Text Area Widgets

January 10, 2022June 7, 2016 by Jarrod Morris

You might have noticed that we’ve been light on releasing new reports these past couple of months. To be fair, light would be an understatement. We haven’t released any. Here’s why…

Order, Subscription and Tag Counter

October 9, 2019March 12, 2016 by Jarrod Morris

Hey there! A week ago we promised more counters would be just around the corner…and here they are!

ICON 16 Recap

January 10, 2022March 11, 2016 by Jarrod Morris

ICON 16 was bigger and better than it’s ever been. From a full-blown drumline opening to an amazing speaker lineup including: Daymond John, Dave Ramsey and Gary Vaynurchuk just to name a few…how can you go wrong? Answer: You can’t!

Announcing Counter Widgets

October 9, 2019March 2, 2016 by Jarrod Morris

Well hello! Long time no talk, right? These last couple of months we’ve paused our weekly/bi-weekly releases to work on a few big items in our software. I’m so excited that today, the morning of the official start of ICON, we get to share one of the big things we’ve been working on.

RFM: Recency, Frequency & Monetary Value

January 10, 2022December 31, 2015 by Jarrod Morris

rfm or recency, frequency, monetary value, report

We’re wrapping 2015 up with a bang by releasing what I believe is one of the most powerful reports in our library.

Tags, Tags and more Infusionsoft Tags

January 10, 2022December 9, 2015 by Jarrod Morris

That feature: list segmentation – (specifically tagging). It’s a shame too because there’s more untapped profit in your Keap database than you can possibly imagine because to some degree, you probably haven’t segmented your list as much as you should. Let me explain…

Smokin’ Turkeys and Infusionsoft Opportunities

January 10, 2022November 25, 2015 by Jarrod Morris

infusionsoft opportunities and smoking turkey

This last week we attended Keap’s annual conference for their partners, PartnerCon (or PCON if you’re really hip). It was by far the best PCON yet (see how hip I am?).

7 Infusionsoft Campaign Builder Reports

January 10, 2022November 9, 2015 by Jarrod Morris

Going Back to 2012

In the spring of 2012 Keap had what has been one of its biggest releases to date. That’s when they launched “Campaign Builder”. The tool was a major disrupt from the linear approach to campaign building, propelling Keap leaps and bounds ahead of competing software services in the marketing automation space. It has been exciting to see the Campaign Builder evolve and grow in its capacity to execute highly technical and strategic campaigns with dynamic outcomes based on user/prospect/customer behavior.

It’s about to get even better. As we move into 2016 we can expect to see new functionality added related to responsive emails, responsive web forms, possibly SMS and much, much more. We use the Keap Campaign Builder in our own business and it has been a total game changer. But there’s one painful thing it’s missing: reporting and insights. While you can see how far a contact has reached in the campaign and the current position of contacts, you have no sense for opens, clicks, conversions or revenue attribution. For the most part you’re flying blindly.

2 Refinements, 1 Addition and a Product Roadmap

January 10, 2022November 7, 2015 by Jarrod Morris

You asked. We delivered. Ever since we launched our Criteria Builder, users have asked us if in addition to filtering reports with contact record data (and more recently note|task|opportunity records) to also be able to select criteria from invoice and order records. Well now you can 🙂

4 New Ways to Measure Infusionsoft Appointments, Notes & Tasks

January 10, 2022October 20, 2015 by Jarrod Morris

Today we’ve released and documented 4 new reports around Keap appointments, notes and tasks. Each template tells a unique story and helps you measure both effort and completion.

9 New Revenue Reports

October 9, 2019September 28, 2015 by Jarrod Morris

Yup, you read that right. We released 9 new revenue reports over the past 9 days. If you haven’t noticed each report popping into the template library one-by-one, now’s your chance to discover all of them and how they’ll help you make better financial decisions in your business.

Product Updates